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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,158 | $202,440-47.6% | $169,390-37.3% | $139,466-23.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 6.22% | 532.36%-526.1pp | 406.07%-399.9pp | 373.66%-367.4pp |
| Employer contribution / active EE | $10,955 | $4,693+133.4% | $4,013+173.0% | $4,754+130.4% |
| Participant deferral / active EE | $10,808 | $6,940+55.7% | $6,222+73.7% | $6,712+61.0% |
| Admin fee / account holder | $151 | $10,722-98.6% | $9,015-98.3% | $11,409-98.7% |